Get Started [read this first]

Thank you for your interest in trialling a paraplanner through (or at least wanting to find out more information about our service).

From 10 years of providing outsourced paraplanning support, you'd understand if we're sold on the idea of outsourcing work that will free up your time to do things that you're better skilled or paid more for.

This in-depth article answers the following questions:

  • How Does This Site Work?
  • I Have Questions
  • How Do I Sign Up?

We have included brief and detailed answers to these questions below.

How Does This Site Work?

Brief: For a brief outline of how the process works, visit this page.

Detailed: We have set up our business upon the rationale of having a service to easily find skilled Australian paraplanners that suit your business needs. We have several hundred professional paraplanners ready to help your financial planning business.

I have questions

Brief: Look at the questions posted on this support site or contact us and we'll be happy to help.

Detailed: Use our Contact page and we'll reply as quickly as possible.

How Do I Sign Up?

Your next steps will be:

  1. Start a trial
  2. You'll be emailed sign-up documents including a working agreement and Confidentiality Agreement (you can sign these digitally without needing a stylus)
  3. You'll receive an invite to your own secure workspace
  4. Upload your first SoA request

We'll help you through each step of the process as you build your scalable, outsourced support team.

Let us know if you have any questions and we'll be happy to help.

Still need help? Contact Us Contact Us